Ryan Neupaver is a CFP® with 15 years of industry experience, currently serving as an advisor at Santori & Peters since 2017. He previously worked at Royal Alliance from 2010 to 2017 and is president of Lintel Financial, LLC. Neupaver is a member of the Pittsburgh Zoo and Aquarium’s board of directors and endowment committee, where he assists with donor relations and monitors endowment investments. He also serves on the board of the Financial Planning Association’s Pittsburgh chapter. Santori & Peters is a four-advisor registered investment adviser serving individual clients, including high-net-worth households, as well as pension and profit-sharing plans. The firm offers personalized portfolio management and comprehensive financial planning, using a combination of fundamental and technical analysis alongside discretionary, customized asset allocation programs.

Connie Ravella is a financial advisor at Santori & Peters with four years of industry experience. She holds a Series 66 designation and has worked at firms including UBS Financial Services, Astyr Wealth LLC, and CITIZENS Bank. Santori & Peters is a four-advisor registered investment adviser serving individual clients, including high-net-worth households, as well as pension and profit-sharing plans. The firm offers personalized portfolio management and comprehensive financial planning, utilizing a combination of fundamental and technical investment approaches with discretionary, customized asset-allocation programs.

Douglas Bostich is a financial advisor at Braun-Bostich & Associates Inc. with 22 years of industry experience. He has held the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. from 2005 to 2017 before joining Braun-Bostich & Associates in 2017. Braun-Bostich & Associates serves individuals, trusts, estates, retirement plans, and charitable organizations, providing discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs a primarily long-term investment approach using diversified portfolios with low-cost mutual funds and ETFs, supplemented by individual securities and other asset types when appropriate.

Robert Fragasso is a financial advisor with Fragasso Wealth Advisors in McMurray, PA, holding Series 63 and Series 65 credentials and bringing 54 years of industry experience. He has worked at Fragasso Financial Advisors since 2012 and previously spent 22 years with LPL Financial. Fragasso is also the author of a book on starting an independent advisory practice. Fragasso Wealth Advisors serves individuals, trusts, corporations, and institutional clients, managing approximately $3 billion in assets. The firm offers discretionary asset management and comprehensive financial planning through a diversified global asset-allocation model, with services that include retirement plan consulting and portfolio rebalancing.

Ayden Hanes is a financial advisor with Networth Advisors, LLC in Canonsburg, PA. He holds Series 63 and Series 65 licenses and has four years of industry experience, including a prior role at J.P. Morgan Securities LLC. Networth Advisors, LLC provides portfolio management and financial planning services to individual and high-net-worth clients, managing approximately $185 million in discretionary assets. The firm offers personalized advice supported by educational workshops and media content, employing a mix of fundamental, quantitative, and technical analysis within a long-term investment framework.

Garrett Hoge is a CFP® and ChFC® with 42 years of industry experience. He is president of H Financial Management and has previously held roles at firms including Triad Advisors, Inc. and General American Life Insurance Company. Outside of his advisory work, he serves as vice president on the board of The LaPlante Foundation, a charitable organization. H Financial Management advises individuals, families, and select business and retirement-plan clients through discretionary and non-discretionary investment management, financial planning, and consulting services. The firm’s portfolios emphasize asset allocation using mutual funds and low-cost ETFs, with oversight from an internal investment committee and selective use of options strategies and AI tools governed by formal policies.

Kristen Jackson is a Series 65 licensed financial advisor with Grant Street Asset Management Inc in Canonsburg, PA, where she has worked since 2005. She has 20 years of industry experience and is part of a seven-advisor team. Grant Street Asset Management is an SEC-registered firm that provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm builds investment programs tailored to client goals and risk tolerance, employing a variety of analytical methods and managing portfolios using mutual funds, ETFs, individual securities, and derivatives.

David Huber III is a financial advisor at Grant Street Asset Management Inc with a Series 65 designation and one year of industry experience. Prior to joining Grant Street, he held roles at Morningstar and the Center for Research In Security Prices. His work history also includes positions at Group One Trading LP and DePaul University. Grant Street Asset Management provides discretionary and non-discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as pension and charitable organizations. The firm emphasizes asset allocation with a mix of mutual funds, ETFs, and individual securities, employing fundamental, quantitative, qualitative, and technical analysis tailored to client goals and risk tolerance.

John Whitehead is a CFP® and CFA® with 22 years of industry experience. He has been with Hutchison Whitehead, LLC since 2010. Outside of his advisory role, he owns and operates Fairview Farm LLC, which raises and breeds sheep and chickens in Pennsylvania. Hutchison Whitehead Wealth Management serves individuals, families, high-net-worth clients, trusts, estates, charitable organizations, and business entities by providing discretionary investment management and comprehensive financial planning. The firm employs a factor-oriented investment approach using pooled vehicles and offers coordinated tax and financial planning through its affiliation with a certified public accounting practice.

Ashley Chupka is a Series 66-licensed advisor at Grant Street Asset Management Inc with four years of industry experience. Prior to joining Grant Street, she worked at JP Morgan Private Bank and BNY Mellon Wealth Management. Grant Street Asset Management provides discretionary and non-discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as pension and charitable organizations. The firm manages approximately $768 million in assets and employs a diversified investment approach using asset allocation combined with mutual funds, ETFs, and individual securities tailored to client goals and risk tolerance.

Daniel Tatomir is a financial advisor at Fragasso Wealth Advisors with 20 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Fragasso Financial Advisors since 2015, including roles in private client services since 2018. He also maintains a role as an independent insurance agent. Fragasso Wealth Advisors serves individuals, trusts, corporations, and institutional clients with approximately $3 billion in assets under management. The firm employs a diversified global asset-allocation model overseen by an in-house portfolio management team and offers a range of services including discretionary asset management, financial planning, and retirement plan consulting.

Debra Parrish is a financial advisor at H Financial Management with a Series 65 designation and one year of industry experience. She has operated Debra M. Parrish, P.C., a law firm specializing in intellectual property and health law, since 2000. Parrish also serves as a director and officer of the International Business Ethics Institute, a nonprofit organization focused on ethical conduct in business. H Financial Management advises individuals, families, and select business and retirement-plan clients, offering investment management, financial planning, and consulting services. The firm constructs portfolios using asset-allocation frameworks with mutual funds and low-cost ETFs, incorporates options strategies in some accounts, and employs AI tools with internal controls and human oversight.

Jack Rogers is a Series 65 licensed financial advisor with Hutchison Whitehead Wealth Management, bringing 20 years of industry experience. He has been self-employed since 2005. Outside of his advisory role, he owns and operates Rogers Aquarium, a business consulting and selling supplies related to ponds and aquariums. Hutchison Whitehead Wealth Management serves individuals, families, high-net-worth clients, trusts, estates, charitable organizations, and business entities with discretionary investment management and comprehensive financial planning. The firm employs tailored model portfolios using pooled vehicles and a factor-oriented framework, with a notable affiliation to a certified public accounting practice for coordinated tax and financial planning.

Michael Evans is a Series 65-licensed advisor at Grant Street Asset Management Inc with 23 years of industry experience. He has been with Grant Street since 1993. Grant Street Asset Management is an SEC-registered firm that provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm uses a personalized approach to investment programs, employing a range of analytical methods and tax-aware strategies, and manages approximately $669 million in client assets with a seven-advisor team.

Kent Aloia is a CFP® with 18 years of experience in the financial services industry. He is currently with H Financial Management, where he serves as Chief Compliance Officer, Trader, and Wealth Strategist. Prior to this, he worked at Triad Advisors, Inc. from 2009 to 2024. Aloia is also a licensed life insurance agent in Pennsylvania. H Financial Management advises individuals, families, and select business and retirement-plan clients, offering both discretionary and non-discretionary investment management along with financial planning and consulting services. The firm emphasizes asset-allocation frameworks using mutual funds and low-cost ETFs, employs options strategies in limited cases, and integrates AI tools under internal controls and human oversight.

Benjamin Martik is a CFA® charterholder with eight years of industry experience. He has been with Valley Brook Capital Group since 2017 and previously worked at Duquesne University. He also occasionally engages in insurance product sales as a minor part of his activities. Valley Brook Capital Group provides investment advisory and financial planning services to a variety of clients, including high-net-worth individuals and institutional accounts. The firm develops individualized asset-allocation models and offers discretionary and non-discretionary wealth management, retirement-plan advisory services, and trustee services, integrating financial planning with portfolio management.

David Koenig is a financial advisor at Summit Advisors, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Summit Advisors since 2010 and Beaconsfield Financial Services, Inc. since 1994. Summit Advisors, LLC is a state-registered advisory firm serving individuals, trusts, estates, corporations, non-profits, and small businesses. The firm provides discretionary portfolio management, access to third-party money managers, and limited non-securities financial advice, employing a range of investment strategies including fundamental, technical, and cyclical analysis.

Mark Rollinson is a financial advisor at Hutchison Whitehead Wealth Management with eight years of industry experience. He holds a Series 65 designation and has held accounting and financial roles at Universal Scaffold Systems, where he currently serves as Chief Financial Officer. Prior to this, he worked in various positions including a CPA practice under his own name. Hutchison Whitehead Wealth Management serves individuals, families, high-net-worth clients, trusts, estates, charitable organizations, and business entities, offering discretionary investment management and comprehensive financial planning. The firm employs tailored model portfolios focused on pooled vehicles and a factor-oriented investment framework, managing approximately $78 million for around 100 clients.

Michael Fertig is a financial advisor at Fragasso Wealth Advisors with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial LLC from 1996 to 2018. Fertig has been with Fragasso Financial Advisors since 2012 and currently provides private client services. Fragasso Wealth Advisors serves individuals, trusts, corporations, and institutional clients, managing approximately $3 billion in assets. The firm employs a diversified global asset-allocation model and offers discretionary asset management, comprehensive financial planning, retirement plan consulting, and related advisory services.

William Hutchison is a CFP® professional with 22 years of industry experience. He is a principal at Hutchison Whitehead Wealth Management and has previously worked at Hutchison Soeder and Hutchison & Co. He also owns an accounting practice, where he dedicates a significant portion of his time. Hutchison Whitehead Wealth Management serves individuals, families, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm offers discretionary investment management and comprehensive financial planning with a focus on tailored model portfolios that emphasize market, value, and size exposures.